Within the Stock Control module, it is possible to make amendments to the stock levels at a location via a single line or a bulk importer. Both of these can be found by hovering over Administration and clicking Stock Control.
Single line updates
Single-line updates can be made by clicking on Stock Control Admin. From here, complete the items in the Add Item section:
Item | Description | Required |
Product | The product to be updated | Yes |
Unit | The unit code for the product | Yes |
Outlet | The outlet where the product is to be submitted | Yes |
Bay | The bay where the product will be stored | No |
Level | The adjustment for the entry, either the amount to be adjusted by or the new level. The amount to be adjusted can be negative if reducing the quantity | Yes |
Value | The financial value for the adjustment, either the amount to be adjusted by or the new level. The amount to be adjusted can be negative if reducing the quantity | No |
Date | The date the entry is for | Yes |
Time | The time for the entry | Yes |
Source Outlet | Where the material has come from | No |
Source Bay | The bay the product has come from | No |
Source Haulier | The Haulier that brought the product in | No |
Source Supplier | The Supplier the product was acquired from | No |
Source Ticket No | The Ticket No for the Job bringing the product in | No |
Notes | Any additional notes | No |
Once amended, click Add As Addition to adjust the level by the supplied amount or Add As Total Value to set the level to the value supplied.
Bulk Import
To complete a bulk import, click Stock Import, then Download Template to obtain the bulk import template. This template has columns for each of the data items in Stock Control Admin; however, there are two additional columns: Is Addition and Import DateTime. Is Addition should be true if it is an addition, or false if it is a new total. Import Date Time can be left blank if all entries on the bulk import are to be the same date and time.
Once the import form has been completed, save it (as a CSV), then click Choose File and select the import form. Complete the Date and Time, then click Run Import.